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Name Holding Trade Value Shares
Change 		Change in
Stake
PMWMG
1876
Parr McKnight Wealth Management Group
Minnesota
$705K +$715K +3,209 New
SHGA
1877
Sand Hill Global Advisors
California
$705K -$12.5K -56 -2%
GIM
1878
Generali Investments Management
Slovenia
$705K +$714K +3,207 New
VI
1879
Versor Investments
New York
$704K +$713K +3,202 New
RFP
1880
Roth Financial Partners
Texas
$703K – – –
FNC
1881
First National Corp
Massachusetts
$701K -$24.5K -110 -3%
BWA
1882
BlueSky Wealth Advisors
North Carolina
$700K – – –
WIM
1883
Warwick Investment Management
Texas
$700K +$2.67K +12 +0.4%
WA
1884
Wealthstar Advisors
Texas
$694K +$703K +3,157 New
HR
1885
Howe & Rusling
New York
$692K -$19.2K -86 -3%
ACM
1886
Allred Capital Management
Texas
$691K +$1.11K +5 +0.2%
BIC
1887
Beach Investment Counsel
Pennsylvania
$691K -$112K -502 -14%
LAM
1888
Lewis Asset Management
California
$691K -$70.2K -315 -9%
NPF
1889
Norris Perne & French
Michigan
$689K – – –
BDFN
1890
Bond & Devick Financial Network
Minnesota
$689K – – –
MCM
1891
MV Capital Management
Maryland
$689K -$223 -1 -0%
OWP
1892
ORG Wealth Partners
Texas
$689K -$54.6K -245 -7%
SN
1893
Sittner & Nelson
Oregon
$687K +$265K +1,190 +61%
FAFN
1894
First Affirmative Financial Network
Colorado
$687K +$10.2K +46 +1%
OHWA
1895
Oak Hill Wealth Advisors
Virginia
$686K +$695K +3,121 New
BW
1896
Bison Wealth
Georgia
$684K -$637K -2,861 -48%
DIA
1897
Dana Investment Advisors
Wisconsin
$683K -$7.57K -34 -1%
TFA
1898
Teamwork Financial Advisors
Texas
$683K -$825K -3,703 -54%
JGIA
1899
Jackson Grant Investment Advisers
Connecticut
$681K -$329K -1,478 -32%
KIG
1900
Kennedy Investment Group
New Jersey
$680K +$668 +3 +0.1%
74 75
76
77 78